Skip to content
Disclosery

Geneos Wealth Management Inc.: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ALL, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 2,912 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,912 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $692,977.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,035 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $629,257.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,913 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $606,434.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,913 shares
    Change vs previous 13F -930 shares

    0.02% of the 13F portfolio, value $625,275.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,843 shares
    Change vs previous 13F -3,548 shares

    0.02% of the 13F portfolio, value $773,634.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 7,391 shares
    Change vs previous 13F +5,495 shares

    0.02% of the 13F portfolio, value $1,530,455.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,896 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $365,530.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $371,904.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).